The AI buildout has hit a new bottleneck, and it sits underneath all the others. For three years, the constraints were ...

As I find the topic of Google TPUs extremely important, I am publishing a comprehensive deep dive, not just a technical overview, but also strategic and financial coverage of the Google TPU. The story ...

We just got Q1 2026 earnings from Meta, Microsoft, Google, and Amazon, and after spending hours on the calls and the prints, I want to share what I think is the most important takeaway. I argued that ...

In recent weeks, after the launch of OpenAI's o1 model, I have researched the new model and its repercussions for the whole industry. I want to share some findings because I find them very significant ...

Welcome to UncoverAlpha newsletter. The newsletter is primarily focused on deep dives and insights into great companies/subindustries in the technology sector. This article is sponsored by Stream. I ...

I want to share some of my thoughts on why I think a significant change is going to happen in the AI industry, and the market is blind to it. It’s a thesis about where the money in AI actually goes ...

I wanted to share my thoughts on the recent breakthrough of the Chinese R1 DeepSeek LLM model and the repercussions that this breakthrough will have on the industry. Like last year, when OpenAI's ...

The relationship between Nvidia and the big hyperscalers Amazon, Google, and Microsoft was once very clear and friendly, where one was a supplier and the other three were buyers. I believe that era is ...

I decided to share some thoughts about the current state of the market regarding AI. I have become very cautious due to recent financing developments, the projected amount of capital to be raised, and ...

Given the importance of Nvidia on the whole AI market and the topic of slowing scaling laws for LLMs, I decided to publish my overview of their latest earnings and my take on what we should expect ...

I’ve been thinking a lot about the AI disruption narrative in SaaS. Everyone’s talking about how AI will “transform” software, but I think most people are getting it wrong. The real story isn’t about ...

Anthropic announced that its revenue had surpassed $30 billion, up from $9 billion at the end of 2025. That’s more than tripling in roughly four months. Anthropic has now supposedly surpassed OpenAI’s ...